【券商聚焦】招商证券维持阿里巴巴-SW“强烈推荐”评级 指阿里云受益于全球云服务提价趋势

金吾财讯
5 hours ago

(原标题:【券商聚焦】招商证券维持阿里巴巴-SW(09988)“强烈推荐”评级 指阿里云受益于全球云服务提价趋势)金吾财讯|招商证券发布研报指,阿里云作为AI云市场份额第一的头部厂商,有望受益于全球云服务提价趋势。报告指出,AWS、谷歌云近期宣布涨价,主要因AI需求爆发导致算力供需失衡。国内云服务市场定价逻辑有望重构,行业竞争格局优化下,阿里云凭借深厚算力布局和客户粘性,具备更强定价自主权。 报告...

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